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The Travis & Danny Money Podcast

The Travis & Danny Money Podcast

By Travis Sickle
Travis Sickle and Danny Maclean are Two CERTIFIED FINANCIAL PLANNERS making dollars and cents of your personal financial life.


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www.sicklehunter.com/terms-and-conditions/
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Episode 8 // Husband doesn't want life insurance
In this episode Travis and Danny are talking about an article written by the Moneyiest on Marketwatch.com.  It's a reaction podcast where we talk about the situation, recommendations and our own take on how to handle your personal finances. It's our first reaction podcast to a real life situation and another industry professionals take on it. Our discussions are purely for educational purposes only.  We respect other financial advisors, gurus and industry professionals and are not criticizing their own take on personal finances.  We just thought it would be fun to provide a different take, opinions or strategies on personal finances. Our podcast is not a recommendation and you should consult with your own financial advisor.
41:14
July 6, 2021
Episode 07 // What's up with GME and AMC Stocks
In this video Travis and Danny are talking about GME and AMC stocks.  Why did they rise so fast?  What's a short squeeze?  and is this an investment you should add to your portfolio. https://macleaniht.com/podcastdisclosure
19:55
July 1, 2021
Episode 06 // 529 College Savings Plans Explained
In this episode Travis and Danny are talking about 529 College Savings Plans.  These types of plans are great savings accounts for educational savings and tax deferral.  The 529 plans have come a long way since their beginnings and the benefits have grown considerably.  If you have a 529 plan or want to learn more about them this is the episode for you.
35:07
June 24, 2021
Episode 05 // HSA explained and the Triple Tax Benefit
In this episode Danny and Travis talk about the HSA or Health Savings Account and it's triple tax benefit.  The healthcare system is super complicated but the HSA is a huge benefit worth taking the time to understand.  It's a type of tax deferred savings account that can be used for qualified medical expenses all while getting some great tax benefits.  There is also a lesser known investment part to the HSA that can benefit you later in life just like another type of retirement plan. Company Website: https://www.sicklehunter.com Youtube: https://www.youtube.com/TRAVISSICKLE
17:41
June 23, 2021
Episode 04 // ESG Investing: Are you sacrificing returns when investing in ESG or SRI funds?
In this episode Danny and Travis talk about ESG and SRI investing.  The big debate is if you can invest in socially responsible styles of investments and still reach your goals.  If you're tired of investing in companies that pollute the world and don't meet your standards for a happier and healthier lifestyle then it may be time to update your portfolio.  We're talking about how the world of investing in ESG and SRI may impact your portfolio and more importantly your financial future. Company Website: https://www.sicklehunter.com Youtube: https://www.youtube.com/TRAVISSICKLE
37:16
June 22, 2021
Episode 03 // Roth Conversions: A strategy to save more on taxes
Roth Conversions are a great way to transfer money from your pretax retirement plans to a Roth IRA.  There are a lot of benefits of using the Roth Conversion strategy from reducing your taxable income in the future to smoothing out your tax brackets over time.   Company Website: https://www.sicklehunter.com Youtube: https://www.youtube.com/TRAVISSICKLE
15:03
June 10, 2021
Episode 02 // Traditional IRA vs. Roth IRA: Should you have both?
The battle over which type of IRA continues with the Traditional IRA vs the Roth IRA.  In this episode Travis and Danny begin by talking about a brief overview of the two types of IRAs and how they work.  Then they dig into examples and what you should consider when deciding which one is better for you.  It's a strategy that can help you control taxes today and tomorrow.  Which type of IRA you choose depends on some very important factors. Company Website: https://www.sicklehunter.com Youtube: https://www.youtube.com/TRAVISSICKLE
26:05
June 8, 2021
Episode 01 // Cryptocurrencies are they worth the investment?
In this episode we are talking about Cryptocurrencies and are they a good investment.  There are two sides to every coin and it's no different in the world of cryptocurrencies.  The first the the value argument of cryptocurrencies and then there is the utility.  Listen to our conversation and decide for yourself if Bitcoin, Ethereum, Dogecoin or any of the other cryptocurrencies are worth a closer look. Company Website: https://www.sicklehunter.com Youtube: https://www.youtube.com/TRAVISSICKLE
28:41
June 2, 2021
Episode 00 // Welcome to the Travis & Danny Money Podcast
Welcome to the Travis & Danny Money Podcast.  We're two certified financial planners talking about personal financial planning topics.  We love what we do and want to share our conversations about financial planning, taxes and investing for your future. Travis Sickle is a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor with Sickle Hunter Financial Advisors in Tampa, Florida.  He also holds his IRS Enrolled Agent, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist,  and Retirement Income Certified Professional designations. Travis has a strong commitment towards his continuing education and continues his life-long learning. Travis graduated with his B.A. in Management and Society from The University of North Carolina at Chapel Hill.  He started his career at Ameriprise Financial where he managed a team of financial advisors.  He partnered with John Hunter while at Ameriprise Financial.  After quickly growing the practice they decided to go independent with LPL Financial.  Their independence continued as Sickle Hunter Financial Advisors became a Registered Investment Advisor. As the wealth advisor, Travis believes in a straightforward and transparent approach when dealing with clients.  He is a team leader and focuses on the portfolio and financial planning strategies.  Travis has a passion for security analysis and management of client's portfolios. His drive and dedication have been shaped by the great sport of wrestling. Having wrestled from an early age through college, Travis brings that commitment to the firm and their clients. Travis also owns and operates a Youtube Channel about money management and a short term real estate company.  Travis also co-founded a tax preparation company, Oak Avenue Tax Advisors, with James Baskey. Travis grew up on Long Island, New York, and now lives in South Tampa with his wife Katie, their kids, Cody & Lexie, Callie and Josie. Danny was first introduced to stocks in middle school. His eighth grade history teacher, Dr. Lee, did not receive the shipment of books to start the class’s curriculum and to fill the time with something productive he had the students create a portfolio of ten stocks. From that assignment Daniel was hooked and knew it was a career path he wanted to pursue. As an adult he realized working on the human side of the business is for him. This led him to become a Financial Advisor, pursue his Certified Financial Planning Designation, and become a level II candidate for the Certified Financial Analyst Designation. He has over a thirteen years of advisor experience and became a Vice President at Morgan Stanley before following the path as an Independent Financial Advisor. Beyond Financial Planning Daniel is family oriented and spends his free time being physically active and golfing. He often finds himself in charity physical challenges or scrambles. He also makes it a point to go on one adventurous domestic or international trip a year. He has risen to the Third Degree of Masonry as a Master Mason and is an active participant in Egypt Shrine and a Colonel of the honorable Order of Kentucky Colonels. At the Shrine he is currently the President of the Midget Motors. Yes, he is one of those guys who wears a Fez and drives a tiny car in Holiday Parades. Company Website: https://www.sicklehunter.com Youtube: https://www.youtube.com/TRAVISSICKLE
03:22
June 2, 2021